EWA
GTLS

EP Wealth Advisors’s Chart Industries GTLS Stock Holding History

EP Wealth Advisors’s Portfolio GTLS Stock Details GTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$398K Buy
1,926
+164
+9% +$34K ﹤0.01% 1007
2025
Q4 		$363K Buy
+1,762
New +$357K ﹤0.01% 1026
2025
Q2 		$302K Buy
1,834
+252
+16% +$37K ﹤0.01% 1011
2025
Q1 		$228K Buy
+1,582
New +$291K ﹤0.01% 1065

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

EP Wealth Advisors's GTLS Position: Q1 2026 in Review

EP Wealth Advisors increased its Chart Industries (GTLS) stake by 9.3% in Q1 2026, buying an estimated $34K and bringing the position to 1,926 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

EP Wealth Advisors first reported a position in GTLS in Q1 2025 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold GTLS as of Q1 2026.

  • EP Wealth Advisors held 1,926 shares of Chart Industries worth $398K as of Q1 2026.
  • EP Wealth Advisors bought 164 Chart Industries shares in Q1 2026, an estimated $34K.
  • Chart Industries made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1007 holding.
  • EP Wealth Advisors first reported a position in Chart Industries in Q1 2025 and has held it in 4 quarters since.
  • 458 funds tracked by Wall St. Rank held Chart Industries as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.